| 8/14/2025 | Jane Street Group LLC | 42,915 | $1.11M | 0.0% | -8.0% | 0.057% | |
| 8/14/2025 | Raymond James Financial Inc. | 125,478 | $3.24M | 0.0% | +18.3% | 0.167% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 73,084 | $1.89M | 0.1% | N/A | 0.097% | |
| 8/13/2025 | Flow Traders U.S. LLC | 31,897 | $825K | 0.0% | N/A | 0.042% | |
| 8/13/2025 | Legacy Capital Wealth Partners LLC | 34,873 | $901K | 0.2% | +4.3% | 0.046% | |
| 8/13/2025 | Level Four Advisory Services LLC | 1,271,655 | $32.87M | 1.2% | N/A | 1.688% | |
| 8/12/2025 | JPMorgan Chase & Co. | 11,559 | $299K | 0.0% | +42.6% | 0.015% | |
| 8/8/2025 | Adapt Wealth Advisors LLC | 611,022 | $15.80M | 7.1% | +3.0% | 0.811% | |
| 8/8/2025 | Advisory Resource Group | 841,184 | $21.75M | 4.2% | +54.2% | 1.117% | |
| 8/8/2025 | Nixon Peabody Trust Co. | 237,108 | $6.13M | 0.5% | +15.6% | 0.315% | |
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| 8/7/2025 | Vise Technologies Inc. | 653,667 | $16.90M | 0.7% | N/A | 0.868% | |
| 8/6/2025 | Ethos Financial Group LLC | 231,952 | $6.00M | 0.5% | +9.6% | 0.308% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 3,370 | $87K | 0.0% | +418.5% | 0.004% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 12,385 | $320K | 0.0% | N/A | 0.016% | |
| 8/5/2025 | Bank of New York Mellon Corp | 1,935,767 | $50.04M | 0.0% | +0.1% | 2.570% | |
| 8/4/2025 | World Investment Advisors | 321,794 | $8.32M | 0.2% | +9.3% | 0.427% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 35,508 | $918K | 0.0% | +4.2% | 0.047% | |
| 7/31/2025 | Guardian Financial Partners LLC | 444,754 | $11.50M | 5.2% | +7.6% | 0.590% | |
| 7/30/2025 | Principle Wealth Partners LLC | 785,243 | $20.30M | 1.3% | -21.3% | 1.042% | |
| 7/29/2025 | Spectrum Investment Advisors Inc. | 177,147 | $4.58M | 2.7% | +7.0% | 0.235% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 41,278 | $1.07M | 0.0% | +100.8% | 0.055% | |
| 7/29/2025 | Riverbend Wealth Management LLC | 154,257 | $3.99M | 3.0% | +35.4% | 0.205% | |
| 7/29/2025 | Stratos Investment Management LLC | 3,288,789 | $85.02M | 3.9% | +24.0% | 4.366% | |
| 7/23/2025 | Prasad Wealth Partners LLC | 398,493 | $10.30M | 3.0% | -26.3% | 0.529% | |
| 7/21/2025 | Sovereign Investment Advisors LLC | 385,533 | $9.97M | 2.7% | +560.4% | 0.512% | |
| 7/17/2025 | G&S Capital LLC | 23,572 | $609K | 0.2% | +25.0% | 0.032% | |
| 7/16/2025 | Old Port Advisors | 259,355 | $6.70M | 1.8% | +19.4% | 0.348% | |
| 7/15/2025 | Traction Financial Partners LLC | 673,584 | $17.41M | 11.8% | -1.1% | 0.905% | |
| 7/14/2025 | Sentinel Pension Advisors LLC | 323,202 | $8.36M | 1.4% | N/A | 0.435% | |
| 7/11/2025 | Annex Advisory Services LLC | 5,143,368 | $132.96M | 3.2% | +47.1% | 6.948% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 295,740 | $7.63M | 0.2% | +24.0% | 0.400% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 43,698,035 | $1.13B | 1.9% | +12.6% | 59.031% | |
| 7/9/2025 | Lineweaver Wealth Advisors LLC | 1,132,470 | $29.27M | 4.6% | +12.0% | 1.530% | |
| 7/9/2025 | Triumph Capital Management | 42,423 | $1.10M | 0.3% | -53.0% | 0.057% | |
| 7/8/2025 | Gallacher Capital Management LLC | 337,518 | $8.73M | 4.0% | +4.4% | 0.458% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 130,446 | $3.38M | 0.0% | -21.2% | 0.179% | |
| 5/19/2025 | Jane Street Group LLC | 46,627 | $1.21M | 0.0% | -51.9% | 0.069% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 130,446 | $3.38M | 0.0% | -21.2% | 0.192% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 273,026 | $7.07M | 0.1% | -22.2% | 0.403% | |
| 5/14/2025 | Comerica Bank | 7,336 | $190K | 0.0% | +128.3% | 0.011% | |
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| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,642 | $43K | 0.0% | N/A | 0.002% | |
| 5/13/2025 | Ethos Financial Group LLC | 211,720 | $5.48M | 0.5% | N/A | 0.312% | |
| 5/8/2025 | Shufro Rose & Co. LLC | 4,543,908 | $117.62M | 9.3% | +146.4% | 6.699% | |
| 5/8/2025 | Sovereign Investment Advisors LLC | 58,378 | $1.50M | 0.5% | -84.5% | 0.086% | |
| 5/8/2025 | First Foundation Advisors | 73,495 | $1.90M | 0.1% | +193.7% | 0.108% | |
| 5/6/2025 | Principle Wealth Partners LLC | 997,835 | $25.83M | 1.8% | -7.8% | 1.471% | |
| 5/6/2025 | Triumph Capital Management | 90,173 | $2.33M | 0.8% | +19.3% | 0.133% | |
| 5/6/2025 | Old Port Advisors | 217,146 | $5.62M | 1.7% | +554.8% | 0.320% | |
| 5/5/2025 | Gallacher Capital Management LLC | 323,342 | $8.37M | 4.1% | +12.8% | 0.477% | |
| 5/2/2025 | Lineweaver Wealth Advisors LLC | 1,010,919 | $26.17M | 4.5% | +70.4% | 1.490% | |
| 4/30/2025 | Alps Advisors Inc. | 180,582 | $4.67M | 0.0% | +18.0% | 0.277% | |
| 4/30/2025 | Adapt Wealth Advisors LLC | 593,317 | $15.36M | 7.5% | +43.2% | 0.910% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 20,558 | $532K | 0.0% | N/A | 0.032% | |
| 4/30/2025 | Stratos Wealth Advisors LLC | 69,271 | $1.79M | 0.1% | N/A | 0.106% | |
| 4/30/2025 | Stratos Investment Management LLC | 2,651,970 | $68.65M | 3.7% | +35.3% | 4.069% | |
| 4/29/2025 | Bank of New York Mellon Corp | 1,932,956 | $50.04M | 0.0% | N/A | 2.966% | |
| 4/29/2025 | World Investment Advisors | 294,502 | $7.62M | 0.2% | +10.9% | 0.452% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 9,016 | $233K | 0.0% | +14.8% | 0.014% | |
| 4/28/2025 | ABLE Financial Group LLC | 10,818 | $280K | 0.1% | N/A | 0.017% | |
| 4/25/2025 | G&S Capital LLC | 18,859 | $488K | 0.2% | N/A | 0.029% | |
| 4/23/2025 | Riverbend Wealth Management LLC | 113,955 | $2.95M | 2.6% | +6.7% | 0.175% | |
| 4/23/2025 | Guardian Financial Partners LLC | 413,213 | $10.70M | 5.1% | +2.7% | 0.634% | |
| 4/21/2025 | Blue Trust Inc. | 5,080 | $131K | 0.0% | N/A | 0.008% | |
| 4/21/2025 | Advisory Resource Group | 545,393 | $14.12M | 2.9% | -5.4% | 0.837% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 38,822,260 | $1.00B | 1.9% | +8.8% | 59.562% | |
| 4/16/2025 | NorthCrest Asset Manangement LLC | 238,408 | $6.17M | 0.2% | +174.0% | 0.366% | |
| 4/15/2025 | Traction Financial Partners LLC | 680,889 | $17.63M | 13.8% | N/A | 1.045% | |
| 4/11/2025 | Annex Advisory Services LLC | 3,496,658 | $90.51M | 2.6% | +17.9% | 5.365% | |
| 4/10/2025 | Fermata Advisors LLC | 84,791 | $2.20M | 0.4% | +6.2% | 0.133% | |
| 4/10/2025 | Nixon Peabody Trust Co. | 205,180 | $5.31M | 0.5% | N/A | 0.323% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 35,667,256 | $910.23M | 1.7% | +32.8% | 59.218% | |
| 3/17/2025 | NorthCrest Asset Manangement LLC | 87,015 | $2.22M | 0.1% | +152.1% | 0.144% | |
| 2/25/2025 | Shufro Rose & Co. LLC | 1,844,088 | $47.06M | 3.6% | N/A | 6.681% | |
| 2/18/2025 | Vise Technologies Inc. | 28,136 | $718K | 0.1% | N/A | 0.102% | |
| 2/17/2025 | Coastal Bridge Advisors LLC | 15,084 | $385K | 0.1% | N/A | 0.055% | |
| 2/17/2025 | Citadel Advisors LLC | 36,283 | $926K | 0.0% | -43.3% | 0.131% | |
| 2/17/2025 | Adapt Wealth Advisors LLC | 414,451 | $10.58M | 5.2% | +20.1% | 1.502% | |
| 2/14/2025 | Jane Street Group LLC | 96,849 | $2.47M | 0.0% | +54.3% | 0.351% | |
| 2/14/2025 | Triumph Capital Management | 75,578 | $1.93M | 0.7% | +8.2% | 0.274% | |
| 2/14/2025 | Comerica Bank | 3,214 | $82K | 0.0% | N/A | 0.012% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 350,990 | $8.96M | 0.1% | -2.0% | 1.272% | |
| 2/13/2025 | First Foundation Advisors | 25,021 | $639K | 0.0% | N/A | 0.091% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 34,055 | $869K | 0.0% | N/A | 0.123% | |
| 2/12/2025 | OLD Mission Capital LLC | 91,182 | $2.33M | 0.0% | N/A | 0.330% | |
| 2/12/2025 | JPMorgan Chase & Co. | 4,492 | $115K | 0.0% | N/A | 0.016% | |
| 2/11/2025 | LPL Financial LLC | 35,001 | $893K | 0.0% | +56.9% | 0.127% | |
| 2/11/2025 | Condor Capital Management | 43,858 | $1.12M | 0.1% | N/A | 0.159% | |
| 2/11/2025 | TAP Consulting LLC | 8,317 | $212K | 0.0% | N/A | 0.030% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 340,034 | $8.68M | 0.0% | N/A | 1.232% | |
| 2/10/2025 | Gallacher Capital Management LLC | 286,678 | $7.32M | 3.6% | +20.7% | 1.039% | |
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| 2/10/2025 | Sovereign Investment Advisors LLC | 376,719 | $9.61M | 2.9% | +50.2% | 1.365% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 22,309 | $569K | 0.0% | -28.1% | 0.081% | |
| 2/7/2025 | Riverbend Wealth Management LLC | 106,830 | $2.73M | 2.4% | N/A | 0.387% | |
| 2/5/2025 | Lineweaver Wealth Advisors LLC | 593,315 | $15.15M | 2.8% | +2.5% | 2.150% | |
| 2/4/2025 | Prasad Wealth Partners LLC | 487,842 | $12.45M | 4.0% | N/A | 1.768% | |
| 1/30/2025 | Strategic Financial Concepts LLC | 7,857 | $201K | 0.0% | N/A | 0.028% | |
| 1/30/2025 | Legacy Capital Wealth Partners LLC | 33,435 | $853K | 0.2% | N/A | 0.121% | |
| 1/29/2025 | Principle Wealth Partners LLC | 1,082,578 | $27.63M | 1.9% | -6.5% | 3.922% | |
| 1/28/2025 | Advisory Resource Group | 576,334 | $14.71M | 3.1% | -5.4% | 2.088% | |
| 1/28/2025 | Apollon Wealth Management LLC | 26,823 | $685K | 0.0% | -1.9% | 0.097% | |
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